Microsoft CRM 4.0 Rollup 10 released

Microsoft has released rollup 10 for Microsoft CRM 4.0. Click on link below for details.
 
 
 
Advertisements

PERSONALISATION: Pointing Outlook Folders to Microsoft CRM Views

A recent client posed a very good point about Microsoft CRM functionality that was "When I track emails I am not notified automatically when a contact has not been resolved to the email address of the tracked email." I took an action from the meeting to come up with a solution that enabled the client to easily see emails that had not been resolved. In doing so I came up with the solution of enabling a favourites folder that pointed directly to the My received Emails with Unresolved Senders view which is a native CRM Activity view. The key to the solution was ensuring that is was only one click to get to. To note I did also think about plugin options on the post event of the email activity and also interacting with the Track in CRM code to do something special but this to me was way over the top!
 
This approach then opened my mind to the possibility of really personalising Microsoft CRM for Outlook and enabling users to define their own default one click views without the need to click through nested folders.
 

So  to enable an unresolved CRM email view from a folder the following steps are required. The same logic can be applied to any view including advanced find views.

1.     Navigate to from Outlook

a.     Microsoft CRM folder -> Workplace -> My Work -> Activities

b.     Select the following view Due = All, Type = Email View = My received Emails with Unresolved Senders

2.     Within the view toolbar select:

a.     More Actions

b.     Send Shortcut

c.      Of selected View

3.     Copy the url that is populated in the email (underscore area only exclude greater and less than arrows)

4.     Now select your mailbox and right click and select New Folder

5.     Enter name of Unresolved CRM Emails

6.     Select folder contains as Mail and Post Items

7.     Click Ok

8.     Right click on the new folder and select properties

9.     Select the Home Page

10.  Paste in the url to the address field

11.  Click the show home page by default

12.  Click OK

13.  Optionally right click on new folder and select “Add to Favourite Folder”

14. When you click on this folder the selected view is displayed